GARP vs ESTX vs WDMF

  • GARP
  • ESTX
  • WDMF

GARP, ESTX and WDMF hold 604 companies between them. 7 are in every one of them, and GARP and WDMF are the most alike: 33% of each is the same companies.

Side by side

GARPESTXWDMF
FundGlobal XGlobal XiShares
Asset classInternational sharesInternational sharesInternational shares
Fee a year0.30%0.35%0.35%
Fund size$131.6m$435.7m$154.0m
Holdings22050493
1Y price return−2.6%−5.1%+8.1%
Distribution yield5.90%7.51%3.37%
Look-through coverage100.0%100.0%99.3%

Return, last year

change since the start
share of each fund
  • GARP
  • ESTX
  • WDMF
  • ASML ASML HOLDING NVIn all 3GARP3.1%ESTX10.4%WDMF0.7%
  • MSFT MICROSOFT CORPIn 2 of 3GARP6.2%ESTXnot heldWDMF3.9%
  • META META PLATFORMS INCIn 2 of 3GARP6.1%ESTXnot heldWDMF1.5%
  • NVDA NVIDIA CORPIn 2 of 3GARP5.5%ESTXnot heldWDMF5.7%
  • AAPL APPLE INCIn 1 of 3GARPnot heldESTXnot heldWDMF5.1%

and 594 more companies the funds hold

How alike they are

Keep going

See GARP + ESTX + WDMF as one portfolioEvery company, where you'd own it twiceWhat moved GARP this monthIts biggest gains and falls, by company